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BLUE MARBLE INVESTMENTS
BLUE MARBLE INVESTMENTS, LLC
CRD 141354 · SEC 801-120447
1117 STATE ST. #85, SANTA BARBARA, CA, 93101, United States
Phone
805-595-1820
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$205.1M
Discretionary AUM
$205.1M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $50.1M |
| High net worth individuals | 50 | $136.1M |
| Charitable organizations | 4 | $17.7M |
| Corporations/business entities | 1 | $1.2M |
States served
CA, CO, DC, GA, IL, IN, ME, MD, MA, NY, NC, OR, PA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD